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iShares Low Carbon Optimized MSCI ACWI ETF

131 hedge funds and large institutions have $729M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

84% more capital invested

Capital invested by funds: $397M → $729M (+$332M)

16.05% more ownership

Funds ownership: 38.37%54.42% (+16%)

16% more funds holding

Funds holding: 113131 (+18)

Holders
131
Holders Change
+18
Holders Change %
+15.93%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
44
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
101
Arcadia Investment Advisors
Idaho
$36.2K +$1.2K +7 +3%
DWMG
102
DB Wealth Management Group
California
$34K
Simplex Trading
103
Simplex Trading
Illinois
$34K +$33.6K +196 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$31K +$17.2K +100 +130%
TWC
105
TD Waterhouse Canada
Ontario, Canada
$30.9K +$23.9K +139 New
FWM
106
Focused Wealth Management
New York
$29K -$8.58K -50 -23%
4FG
107
4Thought Financial Group
New York
$27K +$1.03K +6 +4%
Barclays
108
Barclays
United Kingdom
$26K
CFGS
109
Concourse Financial Group Securities
Alabama
$25K
WWMSC
110
Wagner Wealth Management (South Carolina)
South Carolina
$25K +$24.7K +144 New
MIFH
111
Migdal Insurance & Financial Holdings
Israel
$24K
DWA
112
Dougherty Wealth Advisers
Minnesota
$18K
CYG
113
Clean Yield Group
Vermont
$17K
MWM
114
Mascoma Wealth Management
New Hampshire
$15K -$13.2K -77 -48%
EI
115
Ellevest Inc
New York
$11K +$11K +64 New
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K -$4.69M -27,338 -100%
CFD
117
Creative Financial Designs
Indiana
$10K
PA
118
PSI Advisors
Florida
$9K
FRA
119
Front Row Advisors
California
$8K
AIP
120
Ameritas Investment Partners
Nebraska
$6K
CB
121
Community Bank
New York
$6K
TCWA
122
Ten Capital Wealth Advisors
Washington
$6K
AWA
123
Amplius Wealth Advisors
Pennsylvania
$6K +$6.01K +35 New
CA
124
Crewe Advisors
Utah
$5K
EW
125
Evoke Wealth
California
$5K

CRBN Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q4 2021, worth a combined $729M — up 84% from $397M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CRBN positions and 9 closed out — a net gain of 19 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Betterment LLC, adding an estimated $21.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $9.24M sold.

  • 131 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $729M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q4 2021, up 84% quarter-over-quarter.
  • 28 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q4 2021 and 9 closed out, a net change of +19 holders.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q4 2021 was Betterment LLC, an estimated $21.7M added.
  • The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q4 2021 was Flow Traders U.S., an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2021.